Mark Andrew James Ventham

Last updated
4 days ago
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Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • Cesta Financial Planning Ltd

    FRN 1019862

    • 4. Giving personal recommendations on retail investment products which are not broker funds
    • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
    • [FCA CF] Functions requiring qualifications (since 3 Mar 2025)
    • SMF3 Executive Director (since 3 Mar 2025)
    • [FCA CF] Client dealing (since 3 Mar 2025)
  • TEMPLAR FINANCIAL PLANNING LIMITED (no longer approved here)

    FRN 178554

    • [FCA CF] Client dealing (4 Apr 2023 to 28 Feb 2025)
    • [FCA CF] Functions requiring qualifications (4 Apr 2023 to 28 Feb 2025)
  • Cartlidge Morland Wealth Management LLP (no longer approved here)

    FRN 810083

    • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 3 Mar 2023)

Recent activity

Updates to this individual's record on the FCA register.

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